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Ishares Tr conv bd etf shares owned by Sanctuary Advisors

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Sanctuary Advisors from 13F filings

Historical chart of Sanctuary Advisors investment in Ishares Tr conv bd etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr conv bd etf held by Sanctuary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr conv bd etf by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.2M 59k 88.03
2024-09-30 $5.5M 62k 88.57
2024-06-30 $4.4M 56k 77.32

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
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Eli Lilly & Co. (LLY)
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View all positions for Sanctuary Advisors

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Goodman & Company, Investment Counsel
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Morgan Stanley
Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial

View all funds holding Ishares Tr conv bd etf